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iShares MSCI USA Small-Cap Min Vol Factor ETF

118 hedge funds and large institutions have $811M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
37
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
76
Spire Wealth Management
Virginia
$161K 4,701 -1,728 -27%
SC
77
Stephens Consulting
Michigan
$85.1K 2,482 +1 +0%
OP
78
ORG Partners
Indiana
$83.1K 2,418 +2,418 New
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$81.6K 2,062 +1,910 +1,257%
PWM
80
Provident Wealth Management
Tennessee
$60.1K 1,753
Fidelity Investments
81
Fidelity Investments
Massachusetts
$58.2K 1,699 +211 +14%
PCFFS
82
Pacific Center for Financial Services
California
$57.5K 1,678
AIP
83
Ameritas Investment Partners
Nebraska
$40.8K 1,189 +70 +6%
GRP
84
Global Retirement Partners
California
$39.5K 1,151
CTA
85
Colonial Trust Advisors
South Carolina
$38.6K 1,125
FRA
86
Front Row Advisors
California
$37K 1,080
PO
87
Private Ocean
California
$31.4K 915
BWA
88
BDO Wealth Advisors
Florida
$30.9K 902 +3 +0.3%
TCM
89
TD Capital Management
Tennessee
$29.2K 850 +2 +0.2%
US Bancorp
90
US Bancorp
Minnesota
$22.9K 669
AWM
91
Aspire Wealth Management
Massachusetts
$22.7K 662 -213 -24%
GT
92
Glenmede Trust
Pennsylvania
$19.9K 574
IA
93
IFP Advisors
Florida
$19.5K 567 -1,011 -64%
BCMLT
94
Beacon Capital Management LLC (Tennessee)
Tennessee
$19K 555
ADL
95
Asset Dedication LLC
California
$14K 406
FHA
96
First Horizon Advisors
Tennessee
$13.9K 406
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$11.9K 347
PTC
98
Private Trust Company
Ohio
$9.26K 270
CA
99
Clearstead Advisors
Ohio
$8.3K 242
SWM
100
Sugarloaf Wealth Management
Georgia
$8.06K 235 +1 +0.4%